EPCM Productivity Tools

Transaction Manager is the control centre for the built in Enterprise Content Management System. It allows users to access and manage all formal transactions, documents drawings, spreadsheets and other documents to which the user has permissions.

Contacts Manager is an extended centralised global contact repository for employees and external contacts. Contacts Manager integrates with Outlook Tasks, Outlook Calendar and telephone systems. It also provides Call Journaling – while the user is on the phone they can make, file and email notes about the conversation.

Document Generator uses Automated Transaction Templates to create automated reports, invoices, letters or any other predefined documents used within your business. The documents are automated with your business style, registration, coding and revision processes and will automatically be given a transaction number. Files can be cross referenced and associated if required.

Mail Manager provides multiple ways to collect all incoming and outgoing physical mail to form a part of your knowledge base by Recording and tracking incoming and outgoing mail, its storage location, location of any electronic copies, cross references and associations.

Provides a powerful tool for capturing staff activity. It manages what tasks employees can book time to and can record time for any activity i.e. phone calls, emails, document authoring etc from within OA tools (Document Generator, Outlook Email Manager etc) as you do your job . This provides the basis for automatically generating Customer invoices, exception reports etc.

Any document created, via an Automated Transaction Template may have a revision schema. There are 17 standard schemas built into the system and custom ones can be added as desired. These schemas can be any combination of Alpha or Numeric, Tiered approvals (up to 3 levels) and support Revisions with snap shots. Authorised users can revise and lock documents at full revision levels. The audit trail is recorded.

Communications Tracker provides a centralized view of the database of all informal communications including emails, phone call journals and diary entries. It has powerful filter and search capabilities, including the ability to view email conversation threads and integrates with Outlook Tasks and Calendar functions.

Diary Manager is a personal workspace, where users can maintain their own daily diary and access other tools such as timesheets, as well as view and search their personal: Email correspondence, Phone call journaling and HR details.